Keep sourcing candidates organized in Ashby projects
A regular review can catch candidates who belong to a sourcing initiative but have not yet been added to its project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Candidate to Project
Add a candidate to a recruiting project.
Why this helps
Project membership can lag behind sourcing activity, making campaign progress harder to track.
- Associate candidates with existing sourcing projects.
- Keep project membership aligned with available sourcing context.
- Reduce manual cleanup across recruiting campaigns.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Ashby once in Notis.
- 2Create a new automation and name the sourcing review.
- 3Ask Notis to review available AgencyZoom sourcing records and add clearly identified candidates to the matching existing Ashby project.
- 4Choose a recurring Notis schedule and select a run-report destination.
- 5Test with one real candidate and verify the project already exists.
Questions about this workflow
Will this create projects in Ashby?
No. The action adds a candidate to an existing project.
What if one candidate could belong to multiple projects?
Specify how to resolve the choice, or have Notis skip and report ambiguous cases.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Ashby. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
Agencyzoom and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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